Connect 8x8 and adviserlogic to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Event
Choose an Action
Automatically do this!
- Request a new Action for adviserlogic
Enable Integrations or automations with these events of 8x8 and adviserlogic
Enable Integrations or automations with these events of 8x8 and adviserlogic
Triggers
New SMS Event
Trigger's when any sms event occur.
Actions
Send SMS
Send a sms.
Know More About 8x8 and Adviserlogic Integrations
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Frequently Asked Questions
To start, connect both your 8x8 and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in adviserlogic (or vice versa).
Absolutely. You can customize how 8x8 data is recorded in adviserlogic. This includes choosing which data fields go into which fields of adviserlogic, setting up custom formats, and filtering out unwanted information.
The data sync between 8x8 and adviserlogic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 8x8 and adviserlogic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 8x8
8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations
Learn MoreAbout adviserlogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
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